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Norwalk Today
By the People, for the People
FactSet Research Systems Inc. Shares Sold by Bamco Inc. NY
Institutional investor decreased position in financial data provider by 18.5% in Q3
Mar. 15, 2026 at 8:34am
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Bamco Inc. NY, an institutional investor, decreased its position in shares of FactSet Research Systems Inc. (NYSE:FDS) by 18.5% during the 3rd quarter, according to a recent SEC filing. Bamco Inc. NY previously owned 1,819,059 shares of the business services provider, but sold 412,857 shares during the quarter.
Why it matters
FactSet Research Systems is a major provider of integrated financial data and analytics to the investment community. Changes in institutional ownership of the company's stock can signal shifts in market sentiment and investment strategies.
The details
According to the SEC filing, Bamco Inc. NY sold 412,857 shares of FactSet Research Systems during the 3rd quarter, reducing its total position to 1,819,059 shares. This represented about 4.86% of FactSet's outstanding shares at the end of the reporting period. The institutional investor cited in the filing that the sale was part of portfolio rebalancing efforts.
- Bamco Inc. NY decreased its FactSet Research Systems position during the 3rd quarter of 2026.
The players
Bamco Inc. NY
An institutional investor that previously owned a significant stake in FactSet Research Systems Inc.
FactSet Research Systems Inc.
A global provider of integrated financial data and analytics to the investment community.
The takeaway
This transaction highlights the shifting investment landscape around FactSet Research Systems, as a major institutional investor reduced its position in the financial data firm. The reasons behind Bamco Inc. NY's portfolio changes could signal broader market trends or strategic adjustments in the investment community.
